Common Actions for Designers

Prerequisites

Prerequisite for Designers to Perform Actions in Insights <2021.10

• A user needs to click the Insights button in the left menu of Orchestrator to get to Insights.

  
  

  

  
  

Prerequisite for Designers to Perform Actions in Insights 2023.4

• Type in the Insights URL and log in.

  
  

  

  
  

Comparison

Action	Insights <2021.10	Insights 2023.4
Set alerts (Anomaly detection)	Click the dashboard that has the metric you want to set an alert for. Click the Edit Dashboard button on the dashboard to launch the Insights Portal. In the Insights portal, click the Options menu associated with the widget you want to add an alert for. Then click Add to Pulse. You can adjust the name and the alert condition. Click Automatic to add an alert using the anomaly detection algorithm. You can also click Advanced and edit any of the other options. Here you can add a filter to the metric. Click the People tab and enter the names, email addresses, or groups that you want to receive the pulse notification. Lastly, click the last tab to add a message to the notification and choose how to notify the users.	Anomaly detection not available.
Set alerts (threshold)	Click the dashboard that has the metric you want to set an alert for. Click the Edit Dashboard button (pencil icon) on the dashboard to launch the Insights portal. In the Insights portal, click the Options menu associated with the KPI you want to add an alert for. Then click Add to Pulse. You can adjust the name and the alert condition. Click Threshold to choose to send an alert using a threshold and set the condition for the alert. You can also click Advanced and edit any of the other options. Here you can add a filter to the metric. Click the People tab and enter the names, email addresses, or groups that you want to receive the pulse notification. Lastly, click the Wi-Fi symbol to add a message to the notification and choose how to notify the users.	To set an alert, navigate to the dashboard that you want to set an alert for. Hover over the tile that you want to add an alert for. Click the tile’s bell icon to set an alert. Now you can choose the exact threshold and condition to trigger the alert. Then add the emails to send the alert to and edit the frequency. The frequency sets how often Insights will check the data for changes (and to send an alert notification if the alert conditions are met). Then click Save. For more information, please see the document here
Set alerts (Always alert)	Click the dashboard that has the metric you want to set an alert for. Click the Edit Dashboard button (pencil icon) on the dashboard to launch the Insights portal. In the Insights portal, click the Options menu associated with the KPI you want to add an alert for. Then, click Add to Pulse. You can adjust the name and the alert condition. Click Always to choose to send an alert after each build regardless of if the value has changed. You can also click Advanced and edit any of the other options. Here you can add a filter to the metric. Click the People tab and enter the names, email addresses, or groups that you want to receive the pulse notification. Lastly, click on the Wi-Fi symbol to add a message to the notification and choose how to notify the users.	Always alerts not available.
Create Dashboard	Click Create dashboard to create a new dashboard. If you are already in the Insights Portal, click the Options button. Lastly, name the dashboard and click Create.	Click Create New Dashboard to create a new dashboard. Then, choose a name for your dashboard and click Save. For more information, please take a look at the document here
Edit Dashboard	you can also edit a dashboard by clicking the pencil icon on the dashboard when it is opened in Orchestrator, which will launch the dashboard in edit mode in the Insights portal. Click the More Actions button on the dashboard that you would like to edit. Select Edit Dashboard, and then you can edit the dashboard in the Insights Portal.	To edit a dashboard, first click the dashboard you want to edit. Click the 3-dot dashboard actions menu on the top right side of the dashboard. Then, click Edit Dashboard.
Edit A Tile	Click the More Actions button next to the dashboard that you would like to edit. Then select Edit Dashboard. Then, click the Edit Widget button (pencil) on the widget you would like to edit. Optionally, you can edit a widget by first selecting the dashboard, and then clicking the pencil on the widget you would like to edit. Lastly, if you are inside the Insights Portal, click the dashboard that contains the widget you want to edit. Then, click the pencil on the widget you would like to edit.	To edit a tile, first select the dashboard you want to edit. Click on the 3-dot dashboard actions menu on the top right side of the dashboard. Click Edit Dashboard. Now you can edit a tile. Click the 3-dot menu on any specific tile, and then click Edit. Now you can edit the tile and, finally, click Save.
Copy templates	Click the More Actions button next to the default dashboard that you would like to edit to enter the Insights Portal. Open the folder that contains the shared default dashboards. Click the default dashboard that you want to copy. Click the More Actions menu and then Duplicate. Optionally, you can also hover over the default dashboard that you would like to copy and click the More Actions button. Select Duplicate to create a copy of the dashboard	To copy a template, navigate to the UiPath Templates tab. Click the Copy button to copy the template. Give the new dashboard a title and click Save. For more information, see the document here
Copy dashboard	Click the More Actions menu next to the dashboard that you would like to copy. Then click Edit to enter the Insights portal. Click the dashboard you want to copy. Click the Options menu on the dashboard and then Duplicate. Optionally, you can also hover over the dashboard that you would like to copy and click the More Actions button. Select Duplicate to create a copy of the dashboard.	To copy a dashboard, navigate to the desired dashboard tile. Click the Share/Duplicate button. Click Duplicate to make a copy. For more information, see the document here
Export dashboard (as .dash file)	Click the More Options menu next to the dashboard that you would like to export. Then click Edit to enter the Insights portal. You can export this dashboard by clicking the Options menu button in the upper right. Click Export. Optionally, you can also click the More Actions button on the dashboard that you would like to export as a .dash file. Then click Export.	Cannot currently export a dashboard as a .dash file.
Import a dashboard (as .dash file)	Once inside the Insights portal, click the Options ( +) button. Then select Import dashboards. Locate the file path of where the dashboard was saved as a .dash file, and then click Open. Then click OK to import the dashboard.	Cannot currently import a dashboard as a .dash file
Forecasting	Once inside the Insights Portal, click the dashboard that contains the widget you want to add forecasting to. Click Edit on the widget that you want to add forecasting to. To add forecasting to the visualization, duplicate the value that you would like to forecast. To do so, click the More Options button and select Duplicate. If a break-by is set on the widget, make sure to delete it by clicking the Delete button. Click the settings menu next to the copied value, and click Regression. You can choose the regression that fits to the chart. Click save, and it will get applied.	To add forecasting to a dashboard, navigate to the desired dashboard tile. Click Edit on the widget that you want to add forecasting to. You can only add forecasting to the following visualization types: Column, Bar, Scatterplot, Line, and Area. You can support rendering forecasted data to the following text and table charts: Table, Table Legacy, Single record, and Word Cloud. To add forecasting to the visualization, make sure you have exactly one timeframe dimension with dimension fille enabled. Also, include at least one measure or custom measure (a forecast can include up to five measures). Select the forecasting button to add Forecasting. Then click on the Select Field's drop-down to select the measure that you want to add forecasting to. Add the Length to include the length of time for which to forecast data values. Lastly, press run to see the forecasted results.
Exploration paths	Once inside the Insights Portal, click the dashboard that you would like to add an exploration path to. Then click the Options button on the dashboard and then Exploration Paths. Then, exploration paths will be enabled for all users of this dashboard, and the dashboard will refresh.	Exploration paths are not available.
Delete dashboard	Once inside the Insights Portal, click the dashboard that you would like to delete. Then click the Options button on the top right of the dashboard, and then choose Delete Dashboard. Optionally, you can hover over the dashboard in the left dashboard pane, and click the More Actions button and then Delete.	Locate the dashboard in the My Dashboards or Tenant tab and click the Delete button. Optionally, click the specific dashboard you want to delete. Then, click the dashboard actions menu in the top-right corner of the dashboard, and click Move to Trash. Lastly confirm the deletion by clicking Move to trash. For more information, see the document here
Dashboard schedules	Once inside the Insights Portal, click the dashboard that you would like to schedule to be sent (this is not applicable for the default dashboards). To schedule a default dashboard, first make a copy of it. Click the Share button. Enter the names, email addresses, or groups that you want to share the report with. Choose whether you want to send the dashboard as an email report or a .pdf attachment. Then modify the time zone and the recurrence to send the dashboard. Optionally you can click the More Actions button next to the dashboard in the dashboard pane and then Share. Enter the names, email addresses, or groups that you want to share the report with. Choose whether you want to send the dashboard as an email report or a .pdf attachment. Enter the frequency and time at which email reports are sent.	To schedule a dashboard, first open the dashboard you would like to schedule. Click the dashboard actions menu in the top-right corner of the dashboard and then select Schedule Delivery. Select the recurrence, time, email addresses, and format. You can send reports to any email address, even to users with no Insights or Orchestrator access. You can also add more filters. Lastly, you can add a custom message, edit the paper size, and the delivery time zone. Then click Save. For more information, see the document here
Share a dashboard with another user inside the product	Once inside the Insights Portal, click the dashboard that you would like to share. Click the Share button on the dashboard. Enter the names that you would like to share the dashboard with. You can also give the user the right to view, edit, or own the dashboard. Click Save and the dashboard will be shared. Optionally, click the More Actions button next to the dashboard that you want to share. Click Share. Enter the names that you would like to share the dashboard with. You can also give the user the right to view, edit, or own the dashboard. Click Save and the dashboard will be shared.	You cannot share a dashboard with one person directly inside of the product. You can achieve this with scheduling a delivery.
Share a dashboard with everyone who has Insights access on the tenant	Once inside the Insights Portal, click the dashboard that you would like to share. Click the Share button on the dashboard. Enter the group called Everyone to share the dashboard with everyone. To share with all users and groups that have Viewer permissions, enter [Tenant Name]-Consumer. To share with all users and groups that have Designer permissions, enter [Tenant Name]-Editor. Click Save, and the dashboard will be shared Optionally, click the More Actions button next to the dashboard that you want to share. Click Share. Enter the group called Everyone to share the dashboard with everyone. To share with all users and groups that have Viewer permissions, enter [Tenant Name]-Consumer. To share with all users and groups that have Designer permissions, enter [Tenant Name]-Editor. Click Save, and the dashboard will be shared.	To share a dashboard with everyone who has access on the tenant, first locate the dashboard you want to share in the My Dashboards tab and click the Share/Duplicate button. Click Share with Tenant to share the dashboard with the tenant. For more information, see the document here
Create folders for dashboard sorting	Once inside the Insights Portal, click the Options button in the Dashboards pane. Click New Folder. Edit the name for the new folder and then click the green check to save the folder. To add a dashboard to the folder, click the More Actions button next to the folder and then New Dashboard.	Creating folders for dashboard sorting is not currently available.
Add filter to custom dashboard	From the Insights portal, click the dashboard that you want to add a filter to. On the right side of the dashboard, click the Options button in the filters pane. Add the filter you want to the dashboard and click OK.	Navigate to the dashboard that you want to add a filter to. Then, edit the dashboard. Now you can add a filter to the dashboard. Click Filters and then Add Filter. Add the field you want to filter the dashboard with. Edit the title for the filter, the way the filter is presented, and the values. Lastly, choose which tiles should be filtered by this new field and click Add. For more information, see the document here
Process baselines/ROI dashboard	Once inside the Insights Portal, click the Business ROI Dashboard under the OOTB folder. Make a copy of this to own it locally. Scroll to the Process Baselines widget and select Edit. From the Design menu, select the Tabular radio button. Enter the corresponding Manual Time(min) and Hourly Cost values for all processes. You can also add in more custom columns and lastly click Apply to confirm and save your changes.	we should also add that tenant admins can edit the ROI dataset and how to do so. probably a link to that section in the docs would be great To access anything related to the ROI Dataset, you will also need ROI editor permissions. First, make a copy of the Business ROI template. Then edit the dashboard itself. Add a visualization tile or open up an existing tile. Click the Process Manual Values or Queue Manual Values explore. For more information, see the document here
Suggested fields when building widget	Once inside the Insights Portal, edit a dashboard or create a new dashboard. Click the Add Widget button. Here you can see the suggested fields when building a widget.	Not available in Insights 2023.4.
Building a dashboard with custom fields from Robot Logs and Queues	Once inside the Insights Portal, create a new dashboard or edit an existing one. Click Select Data and choose the available tenant data source. Custom variables that have been added via the Add Log Fields activity are found in a new table created in Insights containing those custom fields with the title Process- <your process name>. These custom fields are extracted from the raw message and added to the table in the RawMessage_CustomfieldName format. Locate the process to see the custom variables. If custom fields are detected by Insights in a queue, a custom table is created in the data model called Queue-<your queue name>. The fields will be identified via the input they were stored in: Custom variables that have been added via the Add Queue Item in the ItemInformation property will be named SpecificData_<yourfieldname>. Custom variables that have been added via the Set Transaction Status activity are found in AnalyticsData_<yourfieldname> if they were stored under the analytics property, or Output_<yourfieldname> if they were stored under the Output property.	Navigate to the dashboard that you want to add custom variables to or create a new dashboard. Edit the dashboard. Then add a new tile. Choose the explore that contains the custom variable you want to use. All extracted variables for a specific Process should appear in an explore named Process - ProcessName, and all extracted variables for a specific Queue should appear in an explore named Queue- QueueName. In the ProcessName view, you can select the custom fields that were extracted. For more information, see the document here
Add value labels to visualizations	Once inside the Insights Portal, click the dashboard with the visualizations that you want to add value labels to. Click the Edit button next to the desired widget. Turn on the value label for the widget and click Apply. You can add total values where the values appear at the top of each column: or relative values where the values are broken down:	Navigate to the dashboard that you want to add value labels to the visualization. Edit the dashboard. Then edit the tile you want to add value labels to. Click the Edit/Gear icon and navigate to the Values tab. Turn on value labels by clicking the text that says Value Labels and then click Save.
Add title to widget	Once inside the Insights Portal, click the dashboard with the widget that you want to add a title to, or create a new widget in. To add a title for a new widget, create a new widget and then add the title as shown in the following image: To edit t title of an existing widget, click the pencil icon next to the widget. Click the current name and replace it with the name you desire and click Apply.	To add a title to a tile, first navigate to a dashboard and edit the dashboard. Add a new tile as a visualization. Choose the explore you want to use for your visualization. Replace the word Untitled with the new title you want to use. To replace an existing tile’s title, navigate to the dashboard, edit the dashboard, and edit the tile. Click the tile’s title, replace the text, and click Save.
Add description to widget	Once inside the Insights Portal, click the dashboard that you want to add a widget’s description to. To edit a description of an existing widget, click the pencil next to the widget. Click the information button and start typing a description. Click Apply to save the changes.	To add a description to a tile, fist navigate to the dashboard where the tile occurs. Then edit the dashboard. Click the 3-dot button (Edit Tile button) on the tile and then click Add Note. Enter the description you want in the note text field and adjust the display location. Click Add.